SHWM
NES

Smith & Howard Wealth Management’s NUVERRA ENVIRONMENTAL INC NEW COM STK (DE) NES Stock Holding History

Smith & Howard Wealth Management’s Portfolio NES Stock Details NES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-500
Closed -$11K – 269
2013
Q3 		$11K Hold
500
– – 0.01% 201
2013
Q2 		$15K Buy
+500
New +$17.3K 0.01% 156

Other funds holding NES

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WAM
Water Asset Management New York $43.6M AUM 40.7% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BKBG
BHF Kleinwort Benson Group Brussels, Belgium $3.44B AUM 0.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Smith & Howard Wealth Management's NES Position: Q4 2013 in Review

Smith & Howard Wealth Management sold out of NUVERRA ENVIRONMENTAL INC NEW COM STK (DE) (NES) in Q4 2013, closing a stake of 500 shares — an estimated $11K sold.

Smith & Howard Wealth Management first reported a position in NES in Q2 2013 and held it in 2 quarters. The position peaked at $15K in Q2 2013. 92 funds tracked by Wall St. Rank hold NES as of Q4 2013.

  • Smith & Howard Wealth Management reported no remaining NUVERRA ENVIRONMENTAL INC NEW COM STK (DE) position as of Q4 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 500 NUVERRA ENVIRONMENTAL INC NEW COM STK (DE) shares in Q4 2013, an estimated $11K.
  • Smith & Howard Wealth Management first reported a position in NUVERRA ENVIRONMENTAL INC NEW COM STK (DE) in Q2 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's NUVERRA ENVIRONMENTAL INC NEW COM STK (DE) position peaked at $15K in Q2 2013.
  • 92 funds tracked by Wall St. Rank held NUVERRA ENVIRONMENTAL INC NEW COM STK (DE) as of Q4 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2013, filed 13 Feb 2014.